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PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$55.01
Change-$0.60 (-1.08%)
VolumeN/A
Net Assets221.55M
American Funds American Balanced R4
Price$38.39
Change-$0.35 (-0.90%)
VolumeN/A
Net Assets263.44B
PWTYX vs RLBEX Comparison Chart in %
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PWTYX vs. RLBEX commentary
Nov 21, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. PWTYX (222M). RLBEX pays higher dividends than PWTYX: RLBEX (1.71) vs PWTYX (1.63). PWTYX was incepted earlier than RLBEX: PWTYX (33 years) vs RLBEX (23 years). PWTYX (0.77) is less costly to investors than RLBEX (0.59). PWTYX is a more actively managed with annual turnover of: 58.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 8.02 vs. PWTYX (2.42). RLBEX return over 5 years is better than : 37.47 vs. PWTYX (4.92).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | 0.77 | 0.59 | 131% |
| Annual Report Gross Expense Ratio | 0.77 | 0.59 | 131% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 10.053 | 13.012 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 263B | 0% |
| Annual Yield % from dividends | 1.63 | 1.71 | 95% |
| Returns for 1 year | 2.42 | 8.02 | 30% |
| Returns for 3 years | 26.10 | 39.94 | 65% |
| Returns for 5 years | 4.92 | 37.47 | 13% |
| Returns for 10 years | 44.65 | 71.82 | 62% |
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